Sidekick AI
Useful intelligence inside the record—not a chatbot beside it.
Summarize context, prepare decisions, recommend actions, and deploy governed AI Agents that work across the Sidekick products your team uses.
30 days · no credit card required
Sidekick AI
Intelligence inside the work, with the record and controls attached.
Embedded AI helps within eligible products. Separately purchased AI Agents can perform governed actions with transparent credit usage.
What needs attention next?
I found three actions based on current customer, operational, and financial records.
- 1Prepare the next best customer actionReady for review
- 2An agent completes a governed workflowSource context attached
Two clear layers
Included intelligence. Optional digital workers.
- Embedded AI
- Summaries, drafts, signals, and recommendations within edition limits.
- AI Agents
- Configured roles, approved tools, recurring agent pricing, and metered credits.
How the work moves
Prepare the next best customer action
Sidekick assembles the relationship, open work, communication, and commercial context into a reviewable recommendation.
- 01Resolve the customer
- 02Gather relevant records
- 03Explain the recommendation
- 04Let the user approve or adjust
Product depth
The Sidekick AI capability map
Feature depth is grouped around jobs the business recognizes—not an endless checklist.
Embedded where decisions happen
Each eligible product contributes purpose-built intelligence rather than a generic chat layer.
- Record and timeline summaries
- Drafts, recommendations, and next actions
- Forecast, exception, and knowledge signals
- Tier-aware limits and governance
Agents for repeatable work
Configure separately purchased agents with explicit tools, permissions, and metered credits.
- Agent roles and instructions
- Approved cross-product tools
- Versioned credit consumption
- Audit, controls, and human handoff
Designed around the work
AI that can see the work and help move it forward.
Summarize context, prepare decisions, recommend actions, and deploy governed AI Agents that work across the Sidekick products your team uses.
- Less time assembling context
- Recommendations grounded in business records
- Automated work with visible controls and usage
Questions
Clear answers before you buy
Pricing, trial, hardware, and product boundaries should be understandable before checkout.
Is Sidekick AI included?
Embedded AI is included according to product edition limits. Configured AI Agents are separate recurring offers with metered credits.
Does Voice AI use the same credits?
No. Voice AI remains part of Sidekick Voice and does not consume general Sidekick AI Agent credits.
Ready when you are
Put Sidekick AI to work.
30 days · no credit card required